In contact/Account list , every time i want to go to a field proporties it blocks the page .

This is the error i get in the console :

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Hello,

 

This issue has already been resolved in version 8.0.8.

If the error persists in your version, please create a support ticket with support@creatio.com.

As a workaround, you can access the properties of the column through the page designer.

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Hello Community,

I have developed a logic that when number of records in a detail is greater than 3 the plus sign dissappears

However my problem is that I have to refresh the whole page in order for the plus sign to dissappear. I have tried

this.reloadEntity() or this.UpdateDetail() method but without success.

Any idea how to overcome this problem

Best regards

Sasori

 

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In the detail schema do the following:

 

1) Add attribute

attributes: {
	"IsAddVisible": {
		dataValueType: Terrasoft.DataValueType.BOOLEAN
	}
}

2) Add attribute to visible property of add button, add the following to the diff of the detail schema: 

diff: [
	{
		"operation": "merge",
		"name": "AddRecordButton",
		"values": {
			"visible": {"bindTo": "IsAddVisible"}
		}
	}
]

3) Add the following to methods: 

methods: {
	onGridDataLoaded: function() {
		this.callParent(arguments);
		this.setAddVisible();
	},
 
	subscribeGridEvents: function() {
		this.callParent(arguments);
		this.setAddVisible();
	},
 
	setAddVisible: function() {
		var items = this.getGridData().getItems();
		this.set("IsAddVisible", items.length < 3);
	}
}

End result, the add button should only be visible when the detail has less than 3 items.

Ryan

In the detail schema do the following:

 

1) Add attribute

attributes: {
	"IsAddVisible": {
		dataValueType: Terrasoft.DataValueType.BOOLEAN
	}
}

2) Add attribute to visible property of add button, add the following to the diff of the detail schema: 

diff: [
	{
		"operation": "merge",
		"name": "AddRecordButton",
		"values": {
			"visible": {"bindTo": "IsAddVisible"}
		}
	}
]

3) Add the following to methods: 

methods: {
	onGridDataLoaded: function() {
		this.callParent(arguments);
		this.setAddVisible();
	},
 
	subscribeGridEvents: function() {
		this.callParent(arguments);
		this.setAddVisible();
	},
 
	setAddVisible: function() {
		var items = this.getGridData().getItems();
		this.set("IsAddVisible", items.length < 3);
	}
}

End result, the add button should only be visible when the detail has less than 3 items.

Ryan

Thanks a lot Ryan. I was using ESQ before, but this is definitely faster and better.

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Hi community,

I have some Custom Objects need to draw some connection just like the [Connect To] tab in Account and Contact

Is there a way for me to set it up?

 

Thank you!

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We have a customer request where they wish to have the record-specific feed on a certain object shown only to members of a certain functional or organisation role.

So for example if this user in this role enters the record, they can see the record feed and if someone outside the group enters the record it is not visible. 

Alternatively if you could add another record-specific feed only visible to certain roles. 

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Hi!

The records permissions can be modified via the "Actions" menu in accordance with your business needs.

If you need to set up the access automatically after the record is created, we recommend designing a business process for it:

- Enable record permissions for the relevant object (e.g., "Feed update" or any other object you want to restrict access to).
- Create a business process that grants full access rights to existing records of this object to all employees, except for the specific record you want to restrict access to. Do not distribute any access rights to this specific record for all employees.
- In the same business process, grant full access rights only to the "System administrators" role for the specific record you want to allow access to.

Alternatively, you can also restrict access rights to specific columns or fields on the edit page of the record, and only allow system administrators to modify those fields. This may be a simpler approach, depending on your requirements.

Hello and thank you for the reply Alla. What I meant to say is that the record-specific feed on each record, for example if I have an opportunity Called TestOpp, and I post in the feed in that record I will get the notice that "Supervisor posted in opportunity Test". This seems to indicate to me that there is a record specific feed to each record. 

What I wondered was if there was a way to restrict this record-specific feed to only be visible to people with certain access rights. Alternatively if another feed could be introduced to each record with the same restrictions. 

Hi!

There is probably a misunderstanding: the business process can be designed to actually set up each record: 

1) You are to switch the records permissions on for the site in general (System designer)

2) Design a BP for each particular record - add the element to remove the rights and then add another element to share the rights for the target role group 

 

Hope this is helpful.

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Є задача відтворити розроблений функціонал деталі з веб весрсії в якій є базовий функціонал - це "Вибрати декілька записів". З являються чекбокси по яким користувач вибирає потрібнє декілька рядків.  Підскажіть в мобільному додатку можливо відтворення вибору багаторядковості.

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Доброго дня,

 

Наразі такої можливості у мобільному додатку немає, проте ми вже зареєстрували це побажання для нашої команди розробників і вони можуть додати такий функціонал у майбутніх релізах.

Ми в ситуації коли вже потрібно це рішення, підскажіть орієнтовно як скоро ожливе таке рішення?

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Hello!



How can we change (remove/disable) some parts of object process?

We need to generate Invoice number in another way (and don't want increment system settings when invoice is just created). But this process is defined in Invoice package.

Do we have any options to change this logic?

Kind regards,

Vladimir

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Good day,

 

Could you elaborate on what exactly you are having trouble with?

You should be able to just delete the unneeded elements by clicking on them and pressing the trashbin icon.

 

Thank you.

Unfortunately, I cannot delete unneeded elements from base packages. This is out-of-box feature that I want to overwrite

Vladimir,

 

Thank you for the explanation.

In that case, you could create a copy (a replacement object or just an export copy) of the Invoices and put it into your own custom package.

 

This will allow you to alter its behavior.

Here are some of the articles on the matter:

https://academy.creatio.com/docs/developer/development_tools/creatio_id…

 

Thank you.

Artem,

But if I make replacement object, it inherites all the process from base packages.

And if I create new object, I need to make all logics from scratch.

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Hello all!

 

I try to get a list of all synchronized emails in creatio (for searching, grouping etc.). The standard activity-section doesn't display emails it seems (https://community.creatio.com/questions/email-type-activities-section).

 

How can I setup a (new) list view to display all email activities or how can i modify the filter in the activities view to also contain all emails?

 

Thanks,

 Christian

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Hello Christian,

 

You can check this add-on https://marketplace.creatio.com/app/mailbox-section-creatio.

 

BR,

Jelena

Jelena Nikcevic,

Thank you!

 

I installed the addon but adding it to my workplace does not work. the section disappears instantly after adding.

Hello Christian, 

 

According to the basic logic of the Activity section, it doesn't contain activities with a  type "email" and "call" in order to not overload activity section with tons of emails/calls.

In case you need to check only one particular email or a few of them, you may simply find this email in the Communication panel.

Also, you may apply changes to the emails with a help of custom business processes or directly in DB. 



Alternatively, as mentioned by Jelena, you can use a corresponding marketplace add-on, that lets you manage emails in the pre-configured Mailbox section.



If the installation of the add-on was successful, please try to re-login to the site, clear your browser cache and add the section to a workplace once again. 



Best regards,

Anastasiia

Anastasiia Zhuravel,

Yes, I know that the activities section doesn't display emails, that is my original problem.

I also know the communication panel but searching for particular information in emails is still not easy (and I have installed the addon available for searching emails already).

 

Installation of the mentioned addon was successfull, I always test afterwards in privacy mode so still no success.

 

Best regards,

 Christian

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Which I select process element and double click to generate macro, after saving the formula value is empty.

 

In the console getting following error--

41  Error while sending request 

    response status: 500 (ValidateException)

    request url: ../DataService/json/SyncReply/ValidateProcessFormula

    method: POST

    request data: {"formulaValue":"[#[IsOwnerSchema:false].[IsSchema:false].[Element:{f5f1d34c-ee78-41d5-8364-7d1c12b93b36}].[Parameter:{ec7648e8-b1f3-4292-b5ef-5d0cc52...

log @ all-combined.js:41

 

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Hi!

 

You have specified "RealtyTypeId". Maybe you meant "ReadTypeId"?

 

Looking forward to hearing from you!

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Hello all!

As the title says, I would like to customize the header that gets auto-generated from "Customer need", "Contact", "Company" in leads.

Is there a way to include a custom field? this would be really helpful because it is absolutely possible to get two leads from the same contact with the same customer need (but different projects)

Help is appreciated

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Hello,

 

The lead header, i.e. the LeadName field is formed in the event process when the lead is saved (Lead object, Lead package, UpdateLeadName method).

To change the basic logic, you need to make changes to the specified method depending on your business task.

At the moment, it is not possible to make changes to this logic by basic means, but we will register the idea with the responsible R&D team.

 

Best regards,

Yuliya Gritsenko

Hello,

 

The lead header, i.e. the LeadName field is formed in the event process when the lead is saved (Lead object, Lead package, UpdateLeadName method).

To change the basic logic, you need to make changes to the specified method depending on your business task.

At the moment, it is not possible to make changes to this logic by basic means, but we will register the idea with the responsible R&D team.

 

Best regards,

Yuliya Gritsenko

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Here is my explanation:

Our organization has several departments, but we use the same Object. For example in the case is Account

We have already set up Organizational Roles. For Example

  1. Country 1 Sales Team
  2. Country 2 Sales Team

(I'm not allowed to give you the real name of those departments)

Each Team will handle some records in Account

 

So how could I filter Account based on the Organizational roles?

Like, if an employee from Country 1 Sales Team access the Account, they only see the records that their team needs to handle but not mix up with records from other teams

 

I hope the community could help me with this. Many Thanks!

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Hi Bao,



I think, such filter can do this

 

Kind regards,

Vladimir

Vladimir Sokolov,

Hi Vladimir,

 

That's a great idea! We tried and seems okay for now!

 

But, I have a further question.

As my try, a team member from Country 1 team could able to see the folder used for Country 2 Sales Team when they use the filter function. We want to separate the view of both teams and don't allow Country 1 team could see any record from Country 2 team

So, How can I able to do that?

Bao Phan,

Here you need to write Process that changes access right to record when record is added and Owner or Team are changed 

https://academy.creatio.com/docs/user/bpm_tools/process_elements_refere…

 

Thank you, Vladimir Sokolov

 

Sorry for my late reply

I didn't get any notification about the reply

But thank you!

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